Shares of HANMI Semiconductor fell during trading on the 27th. This appears to be influenced by rival Hanwha Semitech signing an additional supply contract for semiconductor equipment used in high-bandwidth memory (HBM) manufacturing with SK hynix.
On the same day, shares of HANMI Semiconductor were traded at 80,300 won in the KOSPI market at 1:12 p.m. The stock dropped by 5.53% (4,700 won) from the previous day. At the same time, the stock of Hanwha Vision, the parent company of Hanwha Semitech, rose by 2.12% (1,200 won) to 57,900 won.
HANMI Semiconductor has been supplying the TC bonder, a core piece of equipment for HBM manufacturing, exclusively to SK hynix, but with the emergence of Hanwha Semitech, its position appears to be shaking, suggesting a turnover in the market.
Hanwha Vision announced that Hanwha Semitech signed a 21 billion won contract for TC bonder supply with SK hynix on the same day. Hanwha Semitech also secured a 21 billion won contract for TC bonder supply on the 14th.
A Hanwha Semitech official noted, "Following our initial market entry this month, we have secured additional orders and have once again been recognized for our technological prowess and quality. We will continue to expand our presence."